Michael J. Puzo’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Hold |
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|
2025
Q1 | $359K | Hold |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $282K | Hold |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $213K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $206K | Hold |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Hold |
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|
2021
Q4 | $240K | Hold |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $339K | Sell |
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|
2019
Q3 | $328K | Hold |
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|
2019
Q2 | $308K | Sell |
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|
2019
Q1 | $338K | Sell |
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|
2018
Q4 | $392K | Hold |
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|
2018
Q3 | $447K | Sell |
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|
2018
Q2 | $485K | Sell |
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|
2018
Q1 | $472K | Sell |
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|
2017
Q4 | $607K | Hold |
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|
2017
Q3 | $551K | Sell |
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|
2017
Q2 | $610K | Sell |
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|
2017
Q1 | $668K | Sell |
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|
2016
Q4 | $736K | Sell |
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|
2016
Q3 | $629K | Sell |
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|
2016
Q2 | $697K | Hold |
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|
2016
Q1 | $711K | Hold |
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|
2015
Q4 | $800K | Sell |
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|
2015
Q3 | $838K | Hold |
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|
2015
Q2 | $919K | Sell |
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|
2015
Q1 | $942K | Hold |
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|
2014
Q4 | $949K | Buy |
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|
2014
Q3 | $872K | Buy |
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|
2014
Q2 | $839K | Sell |
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|
2014
Q1 | $844K | Sell |
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|
2013
Q4 | $816K | Sell |
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|
2013
Q3 | $784K | Sell |
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|
2013
Q2 | $824K | Buy |
|